-80.2%
EDZ vs VOO
+82.6%
-162.8%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -6.2% |
| 7D | -6.7% | +0.1% | -6.8% | -6.5% |
| 30D | -12.9% | +0.1% | -12.9% | -12.5% |
| 3M | -10.3% | +2.0% | -12.3% | -1.0% |
| 6M | -49.5% | +13.0% | -62.5% | -25.6% |
| YTD | -60.8% | +13.6% | -74.3% | -40.7% |
| 1Y | -71.4% | +20.1% | -91.4% | -50.2% |
| 3Y | -87.2% | +77.6% | -164.7% | -38.2% |
| All | -80.2% | +82.6% | -162.8% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling